Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LMMIX (1919 MARYLAND TAX-FREE INCOME FUND CLASS I) | NA | 15,331,508.13% | 5,188.92% | 999.96% | 235.19% | 127.15% | NA | … | … |
Data as of 02/07/2024, Common starting date is 08/14/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMMIX (1919 MARYLAND TAX-FREE INCOME FUND CLASS I) | 08/14/2008 | 02/07/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 15,331,508.13 | 5,188.92 | 999.96 | 235.19 | 127.15 | NA | … | … | 14,802,317.18 | 5.73 | -5.91 | 0.83 | 3.79 | 5.02 | 1.26 | 0.42 | 1.75 | 2.11 | 6.16 | -2.65 | 5.43 | 9.47 | 1.51 | 13.18 | -7.66 |
| Sharpe Ratio | NA | 12,846.86 | 7.54 | 1.87 | 0.62 | NA | NA | … | … | NA | 0.42 | -2.49 | 0.69 | 0.68 | 2.51 | -0.03 | -0.14 | 0.91 | 1.29 | 3.71 | -1.06 | 3.02 | 3.55 | 0.51 | 4.24 | -2.64 |
| Standard Deviation(%) | NA | 1,193.41 | 688.11 | 533.08 | 376.95 | NA | NA | … | … | 3,708.07 | 3.55 | 2.94 | 1.17 | 5.20 | 1.44 | 1.46 | 1.50 | 1.69 | 1.61 | 1.66 | 2.52 | 1.80 | 2.66 | 2.79 | 3.08 | 7.31 |
| Draw Down(%) | NA | 5.29 | 9.43 | 9.43 | 9.43 | NA | NA | … | … | 0.53 | 5.29 | 9.12 | 1.63 | 7.43 | 1.14 | 1.09 | 1.53 | 2.21 | 1.33 | 1.50 | 5.96 | 1.38 | 2.80 | 5.21 | 2.23 | 11.05 |
| Yield(%) | 100.00 | 102.93 | 33.08 | 21.57 | 11.89 | 9.48 | 6.95 | … | … | 99.47 | 2.85 | 1.83 | 1.57 | 2.40 | 2.76 | 3.02 | 2.93 | 3.55 | 3.83 | 3.97 | 3.52 | 3.66 | 4.26 | 3.70 | 1.48 | 0.00 |
Data as of 02/07/2024, Common starting date is 08/14/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMMIX (1919 MARYLAND TAX-FREE INCOME FUND CLASS I) |
-1.91%
Oct 2020 – Oct 2023 |
0.34%
Oct 2017 – Oct 2022 |
0.93%
Oct 2012 – Oct 2022 |
2.37%
Sep 2008 – Sep 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMMIX (1919 MARYLAND TAX-FREE INCOME FUND CLASS I) |
5,188.91%
Jan 2021 – Jan 2024 |
1,000.10%
Jan 2019 – Jan 2024 |
235.23%
Jan 2014 – Jan 2024 |
127.28%
Jan 2009 – Jan 2024 |
Annualized Rolling Returns Comparison Chart